Meet The Team
The team behind Donato Wealth Management is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
DWM FINANCIAL
ADVISORS & RETIREMENT CONSULTANTS
Philip Capriotti, Sr.
Owner, CEO, Licensed Fiduciary & Ed Slott MASTER Elite IRA Advisor
Philip Capriotti, Jr.
Chief Compliance Officer
Gregory Putbrese
Social Security Timing Specialist
Christine Wix
Director of Operations
Jenna Esponda
Advisor Assistant
Liz Vega
Receptionist
Parker Capriotti
Property and Casualty Insurance Agent
Gerry Hammill
Tax Department Managing Director
Auxiliary Staff
Jimye Ketchens
Susan McCallium
Lisa Capriotti, PHD
Community Partners
Ed Talley
Terry Hutchens
Nathan Sheppard
Chadd Mason
Louis Shaff
Most people when they leave their financial advisor feel confused about what’s happening with their money.
We at Donato Wealth Management are just as good at explaining investments as they are at making them. Our clients fully understand what’s happening with their money at every stage of their financial journey.
Our Promise to You
Our Game Plan
It’s our job to understand the complexities of your situation and our financial plans are designed with your personalized goals in mind. We will continually evaluate your situation to make sure your financial plan is on track towards your goals and keep you updated as your life changes.
Experience
A Registered Investment Advisor (RIA) is a person or firm who advises high-net-worth individuals on investments and manages their portfolios. RIAs have a fiduciary duty to their clients, which means they have a fundamental obligation to provide investment advice that always acts in their clients’ best interests.
Investment advisory services are offered through Foundations Investment Advisors, LLC and is a SEC registered investment advisor.
Investment advisory services are offered through Donato Wealth Management and is a SEC registered investment advisor.
